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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $2,222 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-2910703 | Advisory (Participants) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT. Service code 49 · EIN 36-3429599 | Other Services | $0 |
PENSION SERVICES, INC.1 year Service code 13 · EIN 65-0158316 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,909 | $78,419-65.7% | $133,978-79.9% | $73,412-63.3% |
| Participation rate | 37.4% | 78.6%-41.2pp | 79.8%-42.5pp | 72.2%-34.8pp |
| Annual return | 8.99% | 33.35%-24.4pp | 45.10%-36.1pp | 59.30%-50.3pp |
| Employer contribution / active EE | $755 | $2,044-63.1% | $3,919-80.7% | $2,234-66.2% |
| Participant deferral / active EE | $1,578 | $3,925-59.8% | $5,047-68.7% | $3,806-58.5% |
| Admin fee / account holder | $11 | $161-93.1% | $8,930-99.9% | $158-93.0% |